KKR KKR & Co.
$86.54
▼ 1.2%Updated Oct 16, 2:25 PM ET
Report Card
KKR at a glance — five pillars scored 0–100 from real filed financials.
How the 0–100 rating is calculatedOverall: Neutral · 55/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.
Price — Past Year
▼ Down 20.8% in the year to Jul 6, 2026
Key Metrics
Market Cap
$84.26B
P/E
26x
Forward P/E (est.)
19.47x
ROE
9.9%
Revenue Growth
32.6%
EPS Growth
33.5%
Profit Margin
13.6%
FCF Yield
1.5%
Debt / Equity
1.74x
ROIC
—
Interest Coverage
—
Current Ratio
—
Dividend Yield
0.8%
Implied Growth (rev. DCF)
—
Rating Score
55/100
Business Overview
KKR & Co. (KKR) is a large-cap company in the Asset Management & Custody Banks industry, part of the Financials sector of the S&P 500, with a market value around $84.26B.
In its latest reported year it generated about $19.46B in revenue and $2.37B in net profit.
Our model rates KKR Neutral (55/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.
Technical Analysis (Educational)
Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what KKR's chart says today, with each tool explained.
Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. KKR trades near $86.54, below its 50-day average ($96.80) and 200-day average ($110.71). Price below both averages is a downtrend — momentum is against buyers for now.
Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 47 it is in neutral territory — neither stretched nor washed out.
MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.
Volatility — ATR. Average True Range is the typical daily move. KKR's is $3.65 (~4.2% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.
Support & resistance. In the month to Jul 6, 2026, KKR found buyers near $88.23 (support) and sellers near $101.05 (resistance); its 52-week range then was $82.67–$153.87. A decisive break beyond either edge often marks the next move.
Volume. The latest session traded 0.8× the 20-day average — about normal. Rising volume on up-days suggests real buying; on down-days, real selling.
Educational information to help you read a chart — not a recommendation or a forecast. The indicators were last computed on Jul 6, 2026; the price is current.
Revenue Growth
4Y CAGR
4.7%
Revenue moved from $2.04B in 2016 to $19.46B in 2025, a 28.5% compound annual growth rate. The most recent year grew a strong 32.6% year over year. Consistent top-line growth is one sign of healthy demand.
Profitability
Gross Margin
40.1%
Operating Margin
7.4%
Net Margin
12.2%
ROE
9.9%
KKR & Co. keeps about 13.6% of each sales dollar as net profit, with a 40.1% gross margin and 7.4% operating margin. Return on equity is 9.9%. Margins are moderate — typical of a competitive but profitable business.
Debt Analysis
Total Debt
$36.91B
Net Debt
$31.55B
Net Debt / EBITDA
—
Debt / Equity
1.74x
Leverage: debt-to-equity is 1.7x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $36.91B of total debt against $5.36B of cash.
Cash Flow Analysis
Operating CF
$477.76M
Free Cash Flow
$477.76M
FCF Margin
2.5%
In the latest year KKR & Co. produced about $477.76M of operating cash flow and $477.76M of free cash flow after capital spending. That is a free-cash-flow yield of about 1.5% on today's price. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.
Dividend Safety
Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.
What to look for in a dividend stockCoverage is weak, the payout was cut recently, or it's being financed rather than earned — treat the current yield as fragile.
Dividend yield
0.8%
Per share (latest FY)
$0.73
Total paid (latest FY)
$649.94M
History on record
10 years
dividend uses 136% of free cash flow
27% of net income paid out
total dividends increased 6 years in a row
payout was cut at least once in the last 10 years
Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.
Valuation Analysis
P/E
26x
P/S
4.31x
P/B
3.22x
EV / EBITDA
—
KKR trades at 26.0x trailing earnings (about 19.5x on estimated forward earnings), 4.3x sales, and 3.2x book value. That is a premium multiple that needs growth to justify it.
Metrics vs. Sector Range
Where KKR sits versus the Financials companies we cover.
Bands show the middle half (25th–75th percentile) of the 141 Financials companies in our coverage that have fundamentals data — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.
Sector Peer Comparison
How KKR stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
Among the 141 rated Financials companies we cover, KKR ranks #105 by our overall rating. It trades at a premium versus the sector on earnings (26x P/E vs. 14.9x median) with a lower return on equity (9.9% vs. 13.6%) and faster revenue growth (32.6% vs. 15.9%).
P/E vs sector
26x
median 14.9x
ROE vs sector
9.9%
median 13.6%
Growth vs sector
32.6%
median 15.9%
Sector rank
#105
of 141 rated
Valuation vs. quality map
The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.
Peers are the closest Financials companies by sub-industry and size, preferring ones with full data. Sector medians and rank use the 141 rated companies among the 289 Financials stocks we cover. Educational, not a recommendation.
5-Year Projection Model
Project revenue → earnings → price. Edit the assumptions to build your own case.
What drives this projection, and its limits2030 scenario price range (Base Case)
$159.74 – $259.58
vs. $86.54 today · implied CAGR 13% – 25%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $25.89B | $34.43B | $45.79B | $60.90B | $81.00B |
| Net income | $3.11B | $4.13B | $5.50B | $7.31B | $9.72B |
| EPS | $3.19 | $4.24 | $5.64 | $7.51 | $9.98 |
| Share price (low) | $51.05 | $67.90 | $90.30 | $120.10 | $159.74 |
| Share price (high) | $82.96 | $110.33 | $146.74 | $195.17 | $259.58 |
| CAGR (low–high) | -41% / -4% | -11% / 13% | 1% / 19% | 9% / 23% | 13% / 25% |
Educational scenario model, not a forecast or investment advice. It starts from the latest annual revenue in SEC filings. By default, growth is trailing revenue growth (held between 3% and 45% a year), the net margin is the latest one (held between 3% and 50%, so a loss-making company is modeled with a small profit), and the Base case P/E runs from 60% to 100% of today's. Carrying recent growth forward five years can miss badly in either direction. Outputs are only as good as the assumptions.
Bull Case
The case for KKR:
- Revenue is growing 32.6% a year, a sign of real demand.
- As an established S&P 500 member in Financials, it brings scale and a long operating history.
Bear Case
The case against KKR:
- Elevated leverage (debt/equity 1.7x) adds financial risk.
- Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Balance-sheet risk — debt/equity of 1.7x magnifies the impact of higher rates or weaker earnings.
Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.
Investment Thesis
On balance, the picture is mixed: KKR & Co. is a large-cap financials business still growing nicely, with solid profitability, and a heavier debt load to watch. It trades at 26.0x earnings, which our model scores Neutral (55/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.
Analyst Ratings
What 27 Wall Street analysts covering KKR recommend (September 2026). Consensus is a useful sanity check — not a substitute for your own homework.
Analysts have turned more cautious over the last three months (-3 pts of buy ratings).
Latest SEC Filings
KKR's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen. How to read a 10-K
In the Idea Lab
KKR — frequently asked questions
Is KKR a good stock to buy?
We don't give buy or sell advice. Our model rates KKR & Co. Neutral (55/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.
What is KKR's rating on The Stocks School?
KKR & Co. currently scores 55/100 (Neutral) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.
How our ratings work →Where does KKR's data come from?
Live price data plus real fundamentals and 5-year financials pulled directly from KKR & Co.'s SEC filings — refreshed automatically, not hand-entered.
How is the 5-year projection for KKR calculated?
It's a scenario model. It starts from the latest annual revenue and net margin in SEC filings, grows revenue at an assumed rate (trailing revenue growth by default), and applies a P/E range built around today's multiple to show the resulting share-price range. When a stock has no growth or P/E data, the starting values are placeholders. It's a tool for thinking, not a prediction.
Is this KKR analysis financial advice?
No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell KKR. Always do your own research and consider a licensed professional.
Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.
Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.